Latest Institutional Purchases of Ishares Tr Core Aggressive All (AOA)
This list provides information on the latest institutional transactions involving Ishares Tr Core Aggressive All (AOA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13K+ 44.45% |
$984K - $1.04M
|
42.2K
$3.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
10.8KNew |
$814K - $861K
|
10.8K
$897K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.3K+ 2.01% |
$782K - $827K
|
525K
$43.8M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.66KNew |
$731K - $773K
|
9.66K
$805K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9.62K+ 22.18% |
$728K - $770K
|
53K
$4.42M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
8.91KNew |
$674K - $712K
|
8.91K
$742K
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
8.4KNew |
$636K - $672K
|
8.4K
$700K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.05K+ 11.43% |
$609K - $644K
|
78.5K
$6.54M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
7.52KNew |
$569K - $602K
|
7.52K
$627K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.14K+ 100.92% |
$541K - $571K
|
14.2K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
7.1KNew |
$537K - $568K
|
7.1K
$592K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.89K+ 4.31% |
$522K - $551K
|
167K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
6.06KNew |
$459K - $485K
|
6.06K
$505K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.77K+ 54.8% |
$437K - $462K
|
16.3K
$1.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
5.64KNew |
$427K - $451K
|
5.64K
$470K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.46K+ 19.2% |
$413K - $437K
|
33.9K
$2.83M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.23K+ 30.33% |
$396K - $418K
|
22.5K
$1.87M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.14KNew |
$389K - $411K
|
5.14K
$428K
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
4.91KNew |
$372K - $393K
|
4.91K
$409K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
4.89K+ 14.1% |
$370K - $391K
|
39.6K
$3.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
4.39K+ 7.44% |
$332K - $351K
|
63.4K
$5.28M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
4.38KNew |
$332K - $351K
|
4.38K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.03K+ 16.86% |
$305K - $322K
|
27.9K
$2.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.94K+ 17.75% |
$298K - $315K
|
26.2K
$2.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3.82K+ 87.0% |
$289K - $306K
|
8.21K
$684K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.59KNew |
$272K - $287K
|
3.59K
$299K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3.44KNew |
$261K - $275K
|
3.44K
$287K
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
3.41KNew |
$258K - $273K
|
3.41K
$284K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.4KNew |
$257K - $272K
|
3.4K
$283K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.27KNew |
$248K - $262K
|
3.27K
$273K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.25KNew |
$246K - $260K
|
3.25K
$271K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.23K+ 1.18% |
$244K - $258K
|
276K
$23M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
3.04KNew |
$230K - $243K
|
3.04K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.03KNew |
$229K - $242K
|
3.03K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.02KNew |
$229K - $242K
|
3.02K
$252K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.93K+ 73.23% |
$222K - $234K
|
6.93K
$578K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.86K+ 0.13% |
$216K - $229K
|
2.2M
$183M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.66KNew |
$201K - $213K
|
2.66K
$222K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.58K+ 3.87% |
$196K - $207K
|
69.3K
$5.77M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.55K+ 1.96% |
$193K - $204K
|
133K
$11M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
2.41KNew |
$182K - $193K
|
2.41K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.38K+ 3.85% |
$180K - $191K
|
64.2K
$5.35M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.34K+ 55.07% |
$177K - $187K
|
6.59K
$549K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.29KNew |
$173K - $183K
|
2.29K
$191K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.16K+ 12.55% |
$164K - $173K
|
19.4K
$1.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2K+ 25.76% |
$151K - $160K
|
9.77K
$814K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.98K+ 6.75% |
$150K - $159K
|
31.4K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.93K+ 9.73% |
$146K - $155K
|
21.8K
$1.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.84K+ 28.28% |
$140K - $147K
|
8.36K
$697K
|
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
1.7K+ 6.15% |
$129K - $136K
|
29.4K
$2.45M
|